Bench Allocation Forecast

Methodology

• Close-date start rule. HubSpot doesn't track an engagement start date, so each block begins exactly at the deal's close date — the earliest realistic point the work could start. Blocks are never centered or offset from that date.
• Block width is cosmetic. Every block is drawn at a fixed ~1 month width purely so the project name and likelihood fit — it is not a projected engagement duration. Only the left edge (start position) carries meaning.
• Axis range. The timeline starts today (4 Oct 2026) and runs about 100 days forward (to mid-January 2027), giving roughly a quarter of forward visibility into bench demand.
• Color scale. Likelihood follows deal stage in six equal 1/6 steps from Opportunity Identified (16.7%) through Contract Sent (83.3%). Closed Won (100%) is excluded by definition, since this forecast only covers open pipeline.
• Scope. Medium or High priority deals only; Closed Won and Closed Lost are excluded entirely — this is a forecast of live, uncommitted demand, not a full pipeline view.
• Tentative allocations. A trailing "?" on a consultant's name in HubSpot marks a tentative allocation and renders with a dashed border. No deal in this run carried a tentative allocation.
• Stale close dates, clamped. Two deals — Kurtosys | T.Rowe and Santam | High Level Architecture Analysis — carry a close date of 30 Sep 2026, which has already passed as of this run. Rather than plot them off-chart to the left, their blocks are clamped to start at today's position. Both close dates likely need to be pushed out in HubSpot.
• Name consolidation. No consultant name variants needed consolidating this run — Aldo, Charlene, James, Jason Elder, Lance, Patience, Sinovuyo and Willo were already consistent across every deal they appear on.